REBECCA SUE PALO 214-***-**** cell adp16q@r.postjobfree.com

PROFESSIONAL SUMMARY

Comprehensive experience as an executive administrative assistant supporting high-level executives, C-Level, multiple partners, senior managers, and managers within the financial/accounting and health care industries. Strong work ethic and willingness to take ownership of wide-ranging responsibilities. Professional demeanor and appearance, energetic, and upbeat personality. Ability to exercise discretion and maintain confidential and sensitive information. Serve as point of contact for high-level executives both internally and externally in a professional manner. Self-motivated, working well independently or as a team member. Friendly and outgoing, but task oriented; focused on results. Excellent track record in problem resolution, multi-tasking, anticipating professionals' needs and taking initiative. Ability to follow directions and accept correction. Outstanding attendance record and dependability. ACCOMPLISHMENTS

• Recaptured over $20,000 in Partner Expenses

• Performance Award for planning and coordinating WIN Program

• Recognition Award for consistently exceeding chargeable hours

• Recognition Award for Team Participation and Positive Attitude

• Performance Recognition for functioning as the “go to” person for MS Office Suite technical support

• Performance Recognition for reorganization of filing and computer system for greater efficiency

• Performance Recognition for redesign and reformat of financial statements for greater accuracy and efficiency

• Created and maintained spreadsheets for tracking projects and financial analysis ADMINISTRATIVE SKILLS

• Excellent Communication Skills (Verbal and Written)

• Strong Organizational and Prioritization Skills

• Ability to Multi-Task

• Extensive Complex Calendar Management

• Travel Arrangements (Domestic and International)

• Schedule and Coordinate Meetings and Events

• Preparation of Reports and Presentations

• Basic Project Management Skills

• Coordinate Continuing Professional Education Credits

• Reconcile Corporate Credit Card Accounts

• Attention to Detail

TECHNICAL SKILLS

• MS Office XP and Vista

• Advanced User of Word, Excel, and PowerPoint

• Web Conference Meeting Set-Up and Coordination

• Videoconference Meeting Set-Up and Coordination

• Teleconference Meeting Set-Up and Coordination

• Multiple Email Applications

• Internet Navigation and Research

• Type 60 WPM

• 10-Key by Touch

• Time and Billing Systems

• General Office Equipment Usage

PROFESSIONAL EXPERIENCE

7/13 to Present

CCS Medical, Farmers Branch, Texas Executive Assistant/Project Manager Provide comprehensive administrative and project management support to the CEO/CFO/COO/CIO/GC and other members of the senior leadership team to assist in achieving strategic goals and operational objectives. Function as primary gatekeeper/gateway to effectively bridge communication and access between C-Level executives, senior leadership team, board of directors, external clients and vendors. Manage complex business calendars, schedule and coordinate meetings, events, interviews, appointments and/or other similar activities, which includes coordinating travel and lodging arrangements for executives, other members of the organization and/or visitors. Coordinate executive team meetings and retreats and assist with staff meetings and events as needed. Use discretion, confidentiality, and good judgment to handle C-Level matters. Be responsive to email/texts/calls outside of normal business hours. 4/13 to 7/13

Parkland Health & Hospital System, Dallas, Texas Executive Assistant through Accretive Solutions (Temp Agency) Temporary position Serve as internal and external gatekeeper for SVP CIO of technology within the health care industry. Manage and maintain extremely busy calendar and email box. Handle highly confidential and non-routine information. Assist with preparation of Board Meetings. Plan and schedule events, meetings, telephone/video conferences and travel. Project follow-up with direct reports. Point person for vendor relationships. Provide diverse administrative support as needed (time and billing, expense reimbursement, credit card reconciliation, etc.). Assist executive with personal tasks and needs as required. REBECCA SUE PALO 214-***-**** cell adp16q@r.postjobfree.com 5/12 to 9/12

Stephens, Inc., Dallas, Texas Public Finance Assistant through Delta Dallas (Temp Agency) Temporary position Create and design proposals submitted to potential municipal clients. Develop forms and procedures relating to the services provided by the department and collaborate with office personnel to design numerous PowerPoint presentations, informational packets, and spreadsheet systems. Send weekly banker correspondence to Little Rock for approval. Create, submit, and track expense reports and assist in the coordination of accounts payable invoices. Coordinate conference calls and meetings both in house and with potential clients. Complete and distribute term sheets to the sales force, which outline deal structure and other information needed for the negotiated transaction being sold. Create and distribute registered representative memorandums for upcoming bond sales. Perform other duties as assigned by management.

2009 to 2012

JPMorgan Chase Bank

Dallas, Texas Market Administrative Assistant

Support a Market Manager (MM) for one of the Dallas Markets. Managing MM calendar, scheduling business reviews with district managers, one-on-one meetings with business partners, calendaring branch level meetings (i.e., branch managers, assistant branch managers, and personal banker meetings and training and preparing all materials used). Coordinating and preparing for market business review on regional level. Creating and maintaining market level reports. Gathering and compiling information for MM to complete market projects to Regional Manager. Coordinate travel for MM. Prepare and approve expense reports for MM and approve District Managers expense reports. Send out weekly updates of meetings and dead-lines. Supervise District Administrative Assistants and oversee workflow when necessary. Perform diverse secretarial duties and administrative functions requiring confidentiality, initiative and sound decision-making for MM.

2004 to 2009

Deloitte & Touche, LLP

Dallas, Texas Executive Administrative Assistant

Support four Partners in Audit Enterprise Risk Services (AERS), Senior Managers and Managers. Manage partners' calendars; make domestic and international travel arrangements and prepare itineraries; read and manage partners' mail; maintain and apply for CPE credit and CPA licensing with Texas State Board of Public Accountancy; screen and distribute partner’s incoming calls; arrange and coordinate meetings, seminars and group events; prepare and track time and expense reports; reconcile company credit cards for partners; prepare and edit correspondence, memos and other documents in Word, PowerPoint and Excel for presentation to clients; interface with high-level executives both internally and externally in a professional, effective manner; prepare and review spreadsheets and forms; compile and analyze firm reports; acquire and utilize knowledge of internal financial coding structure and client billing process; set-up new client information with internal system; maintain current and orderly filing of all records including reports, bills and correspondence per firm guidelines. 2002 to 2004

Ernst & Young, LLP

Dallas, Texas Executive Administrative Assistant

Support partner-in-charge (PIC) of State and Local Tax (SALT), Director, Senior Managers and Managers. With minimal guidance, prepare and manage documents, including formatting and editing letters, reports and all other correspondence – ranging from documents with information provided to origination of client-ready work. Add value through recognizing clients and client-serving personnel, as well as understanding the services the firm/practice provides along with their policies, approaches and procedures. Develop positive relationships with engagement team leaders and external client contacts; be viewed as a valued business resource. Handle routine communications with client. Understand the client engagement management process. Ensure compliance with time and expense tracking/reporting procedures. Acquire and utilize knowledge of the internal financial coding structure and client billing process. Prepare draft client invoices with minimal to no guidance. Coordinate meetings and make arrangements for conferences, meetings and events. Understand and utilize firm-standard technical equipment. Manage the calendar, under general supervision, by establishing a systematic approach for oneself and others to track time commitments and the completion of tasks. Coordinate domestic and international travel arrangements, and recommend the most cost-effective itineraries. Act as a liaison between senior management and clients/colleagues to facilitate work and accomplish objectives in a collaborative effort. Maintain and apply for CPE credits for professional employees. Create and develop PowerPoint presentations and advanced Excel spreadsheets. EDUCATION

Eastfield Junior College – Mesquite, Texas Richland Junior College – Dallas, Texas Bookkeeping 1 & 2 and Accounting 101 Certificate – Microcomputer Applications Specialist Graduated H. Grady Spruce High School – Dallas, Texas BUSINESS AND PERSONAL REFERENCES AVAILABLE UPON REQUEST

Contact this candidate